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Portfolio (Quarterly) Guide ↗

Sowell Financial Services LLC

· CIK 0001633697
13F Portfolio $2.7B AUM 1,106 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 113 New 531 Added 324 Reduced 75 Exited
Page 20 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ROK ROCKWELL AUTOMATION INC Industrials 1,189.0 $463K 0.02% +11.0 +0.9% $389.19 +15.3%
382 BBY BEST BUY INC Consumer Cyclical 6,912.0 $463K 0.02% +385.0 +5.9% $66.93 -13.5%
383 VSS VANGUARD INTL EQUITY INDEX F 3,226.0 $462K 0.02% +91.0 +2.9% $143.31 +10.3%
384 TD TORONTO DOMINION BK ONT Financial Services 4,892.0 $461K 0.02% +373.0 +8.2% $94.20 +14.3%
385 NEAR ISHARES U S ETF TR 8,958.0 $458K 0.02% +829.0 +10.2% $51.10 -1.0%
386 IBB ISHARES TR 2,671.0 $451K 0.02% +101.0 +3.9% $168.77 -2.8%
387 ALB ALBEMARLE CORP Basic Materials 3,142.0 $444K 0.02% +318.0 +11.3% $141.44 +24.3%
388 BBJP J P MORGAN EXCHANGE TRADED F 6,734.0 $444K 0.02% +752.0 +12.6% $65.91 +12.3%
389 SPGI S&P GLOBAL INC Financial Services 848.0 $443K 0.02% +33.0 +4.0% $522.36 -22.8%
390 ROST ROSS STORES INC Consumer Cyclical 2,449.0 $441K 0.02% +321.0 +15.1% $180.14 +18.1%
391 IGIB ISHARES TR 8,094.0 $436K 0.02% +935.0 +13.1% $53.88 -2.3%
392 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,622.0 $431K 0.02% +167.0 +3.1% $76.67 +13.6%
393 FBT FIRST TR EXCHANGE-TRADED FD 2,081.0 $430K 0.02% +407.0 +24.3% $206.53 -0.5%
394 IBDX ISHARES TR 16,805.0 $429K 0.02% +6K +59.2% $25.53 -2.1%
395 CL COLGATE PALMOLIVE CO Consumer Defensive 5,419.0 $428K 0.02% +272.0 +5.3% $79.02 +13.8%
396 SNOW SNOWFLAKE INC Technology 1,934.0 $424K 0.02% +150.0 +8.4% $219.41 -28.2%
397 GSC GOLDMAN SACHS ETF TR 7,687.0 $418K 0.01% +212.0 +2.8% $54.36 +9.3%
398 SOFI SOFI TECHNOLOGIES INC Financial Services 15,875.0 $416K 0.01% +2K +14.4% $26.18 -40.4%
399 HII HUNTINGTON INGALLS INDS INC Industrials 1,221.0 $415K 0.01% +7.0 +0.6% $340.16 -4.1%
400 VEEV VEEVA SYS INC Healthcare 1,860.0 $415K 0.01% +43.0 +2.4% $223.23 -30.0%
Page 20 of 27  ·  531 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.3%
Financial Services 26.3%
Consumer Cyclical 8.9%
Communication Services 7.1%
Healthcare 6.7%
Industrials 6.5%
Consumer Defensive 6.4%
Energy 4.4%
Utilities 2.2%
Real Estate 1.8%